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Latest Update to ElderDocx

By Jill Roamer, J.D., CIPP/US July 19, 2022

We work hard to keep ElderDocx® up-to-date with federal and state law changes, as well as overall..

Including Special Needs Trust Planning in Your Client’s Revocable Living Trust

By Jill Roamer, J.D., CIPP/US April 22, 2022

If you practice in estate planning or elder law, you likely have heard of special needs planning...

What Is a Qualified Disability Trust?

By Jill Roamer, J.D., CIPP/US March 24, 2022

The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the..

Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust

By Jill Roamer, J.D., CIPP/US March 4, 2022

A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are used..

National Guard Called in for Staff Shortages

By Jill Roamer, J.D., CIPP/US December 14, 2021

Even in the beginning stages of the pandemic, advocates for nursing homes and other care facilities..

Uber Sued by the Department of Justice

By Jill Roamer, J.D., CIPP/US November 30, 2021

Ride-share companies, such as Uber, have boomed in recent years. Anyone needing a ride can simply..

Ability to Draft an Annotated Self-Settled Special Needs Trust Added to ElderDocx

By Jill Roamer, J.D., CIPP/US October 6, 2021

ElderDocx® has always had the ability to draft a Self-Settled Special Needs Trust, but with our..

CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs

By Jill Roamer, J.D., CIPP/US October 1, 2021

October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some..

SSI Recipients Lose Benefits Due to Error

By Jill Roamer, J.D., CIPP/US July 9, 2021

SSI benefits are means based. Meaning, there are strict financial criteria that must be met to..

Blind Woman Wins Judgment Against Uber

By Jill Roamer, J.D., CIPP/US April 21, 2021

Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against..

SSDI Waiting Period Eliminated for Individuals with ALS

By Jill Roamer, J.D., CIPP/US February 23, 2021

Social Security Disability Insurance (SSDI) is a program that is overseen by the Social Security..

Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

By Jill Roamer, J.D., CIPP/US February 3, 2021

Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain..

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